Captrust

We work exclusively with individuals 55 and older who are near or in retirement. Our firm is designed to help our clients enter a very important phase with a tailored approach to address specific challenges that they may face. We develop a comprehensive financial plan to potentially increase our client’s income, optimize taxes, and manage risk, and review it every year to help ensure that they are on track to meet their goals. Campbell Wealth Management has been named one of the top 300 Registered Investment Advisers in the country by Financial Times, and it comes as no surprise that we uphold these standards and expectations when serving clients

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Mitchell S Hailey, situated in Alexandria, VA, is a branch of Morgan Stanley—a renowned global financial services firm offering a range of services, including investment banking, wealth management, and investment management to various clients. With a focus on client service, innovation, and sustainable practices, this establishment thrives on utilizing a diverse team of experts and cutting-edge technology to provide integrated financial strategies worldwide. At Mitchell S Hailey-Morgan Stanley, individuals, corporations, governments, and institutions benefit from a wealth of financial expertise tailored to meet their unique needs. By combining a dedication to client satisfaction with a culture of innovation and sustainability, this branch excels in delivering comprehensive financial solutions that span across diverse global markets, ensuring a seamless and strategic approach to wealth management. Generated using this brand's available information